Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Sold by Castle Wealth Management LLC

Castle Wealth Management LLC reduced its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 4.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 150,413 shares of the company’s stock after selling 6,461 shares during the quarter. Schwab US Large-Cap ETF makes up 5.1% of Castle Wealth Management LLC’s investment portfolio, making the stock its biggest holding. Castle Wealth Management LLC’s holdings in Schwab US Large-Cap ETF were worth $8,483,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in SCHX. Ironwood Wealth Management LLC. boosted its position in shares of Schwab US Large-Cap ETF by 99.3% during the 1st quarter. Ironwood Wealth Management LLC. now owns 19,669 shares of the company’s stock worth $1,059,000 after acquiring an additional 9,800 shares in the last quarter. Retirement Income Solutions Inc boosted its position in shares of Schwab US Large-Cap ETF by 100.0% in the 1st quarter. Retirement Income Solutions Inc now owns 5,196 shares of the company’s stock valued at $280,000 after purchasing an additional 2,598 shares during the period. AMI Investment Management Inc. boosted its position in shares of Schwab US Large-Cap ETF by 81.4% in the 1st quarter. AMI Investment Management Inc. now owns 180,373 shares of the company’s stock valued at $9,713,000 after purchasing an additional 80,966 shares during the period. JPMorgan Chase & Co. boosted its position in shares of Schwab US Large-Cap ETF by 125.3% in the 1st quarter. JPMorgan Chase & Co. now owns 7,078 shares of the company’s stock valued at $381,000 after purchasing an additional 3,936 shares during the period. Finally, Raymond James & Associates boosted its position in shares of Schwab US Large-Cap ETF by 91.3% in the 1st quarter. Raymond James & Associates now owns 58,163 shares of the company’s stock valued at $3,132,000 after purchasing an additional 27,760 shares during the period.

Schwab US Large-Cap ETF Trading Down 0.8 %

Shares of NYSEARCA SCHX traded down $0.46 during trading hours on Friday, reaching $58.70. The stock had a trading volume of 2,110,726 shares, compared to its average volume of 1,866,740. The firm has a market cap of $38.03 billion, a price-to-earnings ratio of 25.60 and a beta of 1.02. Schwab US Large-Cap ETF has a fifty-two week low of $47.57 and a fifty-two week high of $62.24. The firm has a 50-day moving average of $60.62 and a 200-day moving average of $56.43.

Schwab US Large-Cap ETF Company Profile

Schwab U.S. Large-Cap ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index (the Index). The Fund’s index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization.